Invesco Dividend Achievers ETF
PFM
128 hedge funds and large institutions have $379M invested in Invesco Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.
0% more capital invested
Capital invested by funds: $377M → $379M (+$1.4M)
0.96% less ownership
Funds ownership: 54.88% → 53.93% (-0.96%)
3% less funds holding
Funds holding: 132 → 128 (-4)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.8M |
| 2 |
Morgan Stanley
New York
|
+$2.36M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.36M |
| 4 |
Goldman Sachs
New York
|
+$1.21M |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$10.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10.3M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$6.17M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$3.48M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.4M |
PFM Hedge Fund Activity: Q2 2025 in Review
128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2025, worth a combined $379M — up 0.37% from $377M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PFM and 9 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 41 added.
The largest buyer was LPL Financial, adding an estimated $13.8M. The largest seller was Atria Wealth Solutions, cutting an estimated $10.5M.
- 128 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2025, down from 132 in Q1 2025.
- Funds reported $379M of Invesco Dividend Achievers ETF stock for Q2 2025, up 0.37% quarter-over-quarter.
- 9 funds opened new Invesco Dividend Achievers ETF positions in Q2 2025 and 13 closed out, a net change of -4 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2025 was LPL Financial, an estimated $13.8M added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2025.